Dowling & Yahnke Wealth Advisors Employee Directory

Q: What is Dowling & Yahnke Wealth Advisors known for?

Dowling & Yahnke Wealth Advisors was founded in 1991. Dowling & Yahnke Wealth Advisors operates in the Financial Services industry.

Financial ServicesCalifornia, United States51-200 Employees

Dowling & Yahnke is a fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed for the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $5.7 billion for more than 1,300 clients, primarily individuals, families, and nonprofit organizations.

Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service.  We design custom wealth management solutions delivered with the highest level of personalized service.

Find Dowling & Yahnke Wealth Advisors employees' phone numbers or email addresses

Dowling & Yahnke Wealth Advisors Global Highlights

North America
31

United States Of America
31

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Dowling & Yahnke Wealth Advisors's Leadership

M. M.
Principal / Coo / Cfo
Mobile Phone
Email
A. B.
Information Technology Manager
Mobile Phone
Email
M. B.
Senior Portfolio Manager
Mobile Phone
Email
G. R.
Principal
Mobile Phone
Email
B. Y.
Exploring Retirement
Mobile Phone
Email
A. D.
Office Supervisor
Mobile Phone
Email
K. U.
Investment Specialist
Mobile Phone
Email
M. D.
Administrative Assistant
Mobile Phone
Email

Dowling & Yahnke Wealth Advisors Employee Metrics

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0%

2026

2025

2024

Banking
Community & Social Services
Business
Finance
Accounting
Other

Contact profiles from Dowling & Yahnke Wealth Advisors

Name

Title

Contact Info

Location

Last Update

M. M.
Principal / Coo / Cfo
Mobile Phone
Email
Jul 17, 2025
A. B.
Information Technology Manager
Mobile Phone
Email
Oct 17, 2024
M. B.
Senior Portfolio Manager
Mobile Phone
Email
UNITED STATES
Oct 07, 2023
G. R.
Principal
Mobile Phone
Email
Oct 22, 2024
B. Y.
Exploring Retirement
Mobile Phone
Email
United StatesIdaho
Oct 25, 2025
A. D.
Office Supervisor
Mobile Phone
Email
Oct 23, 2024
K. U.
Investment Specialist
Mobile Phone
Email
Oct 22, 2024
M. D.
Administrative Assistant
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
S. H.
Client Service Supervisor
Mobile Phone
Email
Oct 22, 2024
L. H.
Mobile Phone
Email
UNITED STATES
May 01, 2024

Frequently Asked Questions

What is Dowling & Yahnke Wealth Advisors known for?

Dowling & Yahnke Wealth Advisors was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 12265 el Camino Real Suite 300 San Diego, California 92130 United States; you can contact the main corporate office by phone at

+1-858-509-****

. Explore Dowling & Yahnke Wealth Advisors's company overview page for more information.

What is Dowling & Yahnke Wealth Advisors's most common email format?

Dowling & Yahnke Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dowling & Yahnke Wealth Advisors email formats with LeadIQ.

How many employees does Dowling & Yahnke Wealth Advisors have currently?

Dowling & Yahnke Wealth Advisors has approximately 56 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Dowling & Yahnke Wealth Advisors's key employees and leadership?

As of February 2026, Dowling & Yahnke Wealth Advisors's key employees include:

Principal / Coo / Cfo: M. M.
Information Technology Manager: A. B.
Senior Portfolio Manager: M. B.
Principal: G. R.
Exploring Retirement: B. Y.

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